Japan eyes $140bn AI data center push
Dell and JERA partner to build massive AI infrastructure across Japan.
🟢 HPE — 2026-10-01
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
IBM introduces self-hosted deployment for IBM Bob
New capability allows enterprises to run AI software development on controlled infrastructure.
Cohere releases Embed 5
New frontier embedding models designed for high-quality enterprise retrieval.
TSMC plans multibillion-dollar Texas campus
New fabs for AI chips are contingent on US manufacturing tax credits.
HPE & NVIDIA AI Factory
Strategic partnership focuses on combining accelerated computing and enterprise infrastructure for specific business outcomes.
Broadcom lends to Anthropic
Broadcom provides up to $42bn in financing for Anthropic's AI chip infrastructure.
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Billion-dollar deal strengthens AI business
The Vultr/AMD order provides a significant boost to HPE's AI revenue stream.
NetApp enables zero-copy data for Agentic AI
New capabilities accelerate the adoption of agentic AI via secure, in-place data activation.
Restate raises $20M for AI agent resilience
The Berlin startup builds infrastructure to keep AI agents running during software failures.
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HPE secures $1.2B AI order from Vultr
The massive deal focuses on AI infrastructure and includes a raised outlook for the networking segment.
GMI Cloud raises $668M
The Nvidia-backed GPU rental service expands its financing to meet high demand.
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Wells Fargo sets $63 target for HPE
Analyst price target reflects optimism following recent strategic moves.
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HPE Networking becomes AI beneficiary
The company is successfully translating the AI boom into growth within its networking segment.
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HPE secures $1.2 billion AMD Helios order
Vultr has placed a massive order for HPE's fastest AMD-based AI systems.
DeepSeek open-sources Huawei chip tools
A new alternative to CUDA designed to simplify programming for Huawei Ascend AI chips.
Amazon signs 20-year nuclear PPA
A deal with Constellation to add 190MW of capacity at the Calvert Cliffs plant.
OpenAI seeks $30bn funding
The company is in talks for a valuation of approximately $1.4 trillion as revenue nears $70bn.
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Barclays maintains "Buy"
Analysts keep a positive rating on HPE amid the AI infrastructure expansion.
9.4GW SMR data center proposed
Valar Atomics plans a small modular reactor-powered campus in Utah by 2028.
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HPE ships fastest AMD systems to Vultr
The deal leverages Helios Rack technology to deploy high-performance AMD-based AI systems.
SoftBank closes DigitalBridge deal
The digital infrastructure investor is taken private and delisted from the NYSE.
Virginia bans data center NDAs
A new digital infrastructure framework includes a ban on non-disclosure agreements for data centers.
Micron secures revenue through 2030
Strategic Customer Agreements (SCAs) now guarantee over 35% of Micron's revenue.
Pentagon creates Autonomous Warfare Command
A new command (AutoWarC) will scale the use of drones and AI across military branches.
DIG Ventures closes $120M AI infra fund
The fund will target European pre-seed and seed startups building software infrastructure for AI.
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Vulnerability in HPE OneView
Reports indicate that attacks on the IT management platform are possible.
Tricentis introduces AI for software releases
quality(80)/p7i.vogel.de/wcms/6e/b8/6eb8a9202f121f5b16f2dfb8969e790f/0133324665v1.jpeg) — New tools Aida and AgentScore aim to evaluate AI agents and release risks.
Revenue synergy via Juniper
HPE's networking chief links the Vultr win to the strategic synergies gained from the Juniper Networks acquisition.
Deutsche Telekom and Cloudflare partner
The two are directly connecting infrastructures to reduce latency.
HPE stock hits record high
Shares closed at $63.89 following the Vultr deal and raised guidance.
HPE stock hits record high
Shares surged following raised revenue targets for fiscal 2027 and the massive server deal.
HPE Private Cloud AI for Federal
New turnkey AI solutions co-engineered with NVIDIA are being targeted at US Federal agencies to operationalize government data.
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HPE Analyst/Investor Day
Company held a strategic session detailing future growth trajectories and AI integration.
CFO Marie Myers discusses bull case
HPE's leadership highlights the synergy between networking growth and AI infrastructure orders.
CoreWeave launches CoreWeave Forge
A new development layer designed to optimize the production loop for AI models and agents.
Google unveils Gemini 4 Argon
The new flagship AI model is being rolled out first to cybersecurity defenders.
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HPE stock jumps on AI deal
The $1.2B Vultr order and raised networking targets have triggered a positive investor response.
NetApp removes AI storage bottlenecks
New architecture targets maximum GPU utilization with throughput up to 100 TB per second.
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HPE secures $1.2bn Vultr deal
The company landed a massive order for AMD Helios AI systems from cloud provider Vultr.
Boeing wins $20bn Navy fighter contract
Boeing beat Northrop Grumman to build the F/A-XX carrier-based fighter.
HPE Q3 revenue surges 34%
Revenue hit $12.2 billion with normalized orders climbing 42%, a company record.
TP-Link launches Archer 8 Ultra
The first Wi-Fi 8 router is now available for pre-order at 800 Euro.
Synopsys and Amazon sign $1bn IP deal
A multi-year agreement focused on custom chip development.
VAST Data targets sensitive enterprise AI data
New solutions aim to allow enterprises to use highly sensitive data within AI workflows securely.
The "Execution Gap" in Enterprise AI
Analysis suggests that stalled agent projects are caused by metadata gaps rather than model limitations.
HPE secures $1.2 billion AI rack order from Vultr
The massive deal focuses on AMD Helios systems and includes a raise in fiscal 2027 guidance.
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Record Q3 FY26 revenue
HPE reports a 34% jump in revenue, driven by AI-driven growth and cloud offerings.
AI deals reset HPE bull case
Strong optimism regarding AI-driven growth is pushing the stock to new heights.
Opengear partners with Ingram Micro
quality(80)/p7i.vogel.de/wcms/fe/5b/fe5b180030baea84540b27f8653a37c2/0133605985v1.jpeg) — A new pan-European distribution deal for out-of-band network resilience solutions.
Networking guidance raised
HPE is increasing its fiscal 2027 revenue growth projections for its networking segment.
AMD Helios details revealed
The Vultr order features MI455X GPUs, EPYC CPUs, and integrated liquid cooling.
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Edge routing demand surge
HPE expects a new wave of routing demand at the edge and across data centers to support distributed AI clusters.
Semifive signs $52m AI accelerator deal
The project targets hyperscalers and CSPs with production slated for 2028.
Quantum dark-fiber deployed in Netherlands
Eurofiber and Delft Networks have created an entanglement-ready loop between Rotterdam and Delft.
OpenAI introduces office agents
New agents for professional work environments were showcased at the annual developer conference.
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Integrated strategy in action
The Vultr win combines HPE Juniper Networking, compute, and exascale liquid cooling into a single integrated offering.
HPE secures $1.2 billion AMD Helios order
Vultr has placed a massive order for the new AMD Helios-based AI systems.
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HPE raises networking ambitions
The company has updated its growth outlook for the networking segment alongside the Vultr deal.
Comcast deploys fiber sensing tech
New technology allows real-time monitoring and pinpointing of activity along fiber lines.
Trane & LiquidStack launch 2.5MW CDU
New liquid cooling units for AI data centers will begin shipping in Q2 2027.
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HPE raises networking growth outlook
The company has increased its ambitions for the networking segment alongside the new AI orders.
CScale emerges from stealth
The optical interconnect startup raised $145m with backing from Nvidia and Intel.
CoreWeave makes Nvidia Vera Rubin NVL72 available
The neocloud provider is offering the latest high-end GPU clusters to early customers.
Nvidia implements security layer for agents
New measures to prevent "rogue behavior" in agentic AI systems.
Finland deprioritizes data center grid access
A draft amendment may move data centers down the queue for power connections to favor other sectors.
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Networking outlook upgraded
HPE has increased its fiscal 2027 networking projections, signaling strong enterprise demand.
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Networking revenue targets raised for 2027
HPE has increased its growth outlook for the networking segment following strong demand.
OpenAI shifts focus toward AI Agents
quality(80)/p7i.vogel.de/wcms/30/fe/30fe737f8f52711c90311f454235185b/0133624831v1.jpeg) — The developer is prioritizing automated agents over the release of a new frontier model due to safety concerns.
HPE and NVIDIA enhance Agentic AI security
The partnership is expanding to integrate stronger governance and security controls for agentic AI infrastructure.
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HPE secures $1.2B Vultr deal for AMD Helios
The company landed its first major order for AMD Helios AI Racks to be deployed across Vultr's US data centers.
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HPE secures $1.2 billion Vultr deal
The company will provide AI servers and private cloud infrastructure to Vultr, marking the first major order for the AMD Helios system.
Nuvacore's universal processor design
A new architecture aiming to support x86, Arm, and RISC-V on a single basis.
Cisco's AI Infrastructure shift
quality(80)/p7i.vogel.de/wcms/cc/65/cc65f929253feaf66225fa9b46afe826/0133600527v2.jpeg) — Cisco is transitioning from a pure networking vendor to an AI infrastructure provider.
OpenAI introduces "Space" and "Pages"
New collaborative tools allow teams to build presentations and documents with AI agents inside ChatGPT.
Microsoft introduces 365 E7
quality(80)/p7i.vogel.de/wcms/75/72/7572e1e02c75313c713fff697235ecfd/0131528304v1.jpeg) — A new top-tier enterprise suite combining Copilot and Agent 365 with advanced security.
Kaspersky launches NIS2 compliance packages
quality(80)/p7i.vogel.de/wcms/7d/c6/7dc6eef46ab9b01b9bffd935be14dd1a/0133523885v1.jpeg) — New bundles to help European companies meet regulatory AI and data security requirements.
AMD acquires World Labs for $8.2 billion
A strategic move by AMD to bolster its AI model capabilities and credibility.